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12 days ago
28 Viewed
1 Applied

Job Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job description (heading) / Description du poste (titre)

  • The position is responsible for the accurate and timely processing of all types of payments, and resolving or facilitating of all types of inquiries and requests, from walk-in clients at the Client Service Centers.
  • It is accountable for ensuring that daily collections are properly accounted for, reported, and deposited within company standards the proper safekeeping of all cash and check collections, working change, petty cash fund, provisional receipt booklets and official receipts.

    It is responsible for performing various office management tasks for one-man Client Service Centers assignments, it is responsible forvarious sales/marketing-related tasks.

Preferred skills (heading) / Comptences particulires (titre)

  • Specialized Knowledge/Skills
  • Core Professional/Technical Competencies Required:

  • New Business, Cashiering Knowledge & understanding of INGENIUM, PRISM, WMS, IPAC, CRM, LGS, CAS, PR, Lockbox, POS machine, SMARTQ, etc.

Core Soft/Transferable Competencies

Core Competencies:

  • Collaborates effectively
  • Communicates confidently
  • Focuses on the client
  • Takes accountability
  • Understands our business
  • Adaptable to change
  • Flexible
  • Honest
  • Has integrity
  • Stress-tolerant
  • Has good work ethics

Qualifications (heading) / Comptences (titre)

  • Minimum Typical Education
  • Graduate of a 4-year course

  • Minimum Typical Experience

  • 1.5 year experience in client service

Responsibilities (heading) / Responsabilits (titre)

  • 1. Resolves all types of inquiries and requests at the counter in a timely, accurate, professional

    and courteous manner using the various Client Service Center applications/systems and

    ensuring counter service levels are met Facilitates requests for processes beyond the scope of

    the Client Service Center Coordinates with backend support unit/dept and or Sr. CC staff for

    requests requiring changes and adjustments in their policy/plan records.

    2. Scans new business and conversion applications (SLOCPI, SLGFI, and MF) following

    agreed upon guidelines/procedures using Client Service Center application systems and

    ensuring service level targets are met.
    3. Facilitates/Processes disbursement-related transactions (TRAD, VUL, MF) such as

    loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment

    pay-outs monitors receipt of plan termination checks, non-cash transactions, etc.

    ensuring service levels are met.
    4. Receives and processes payments for all four lines of businesses issues official

    receipts, and accounts for said collections on a daily basis following agreed upon

    guidelines, procedures, and ensuring service levels are met

    5. Handles Petty Cash Fund ensuring that the receipts and fund are balanced at all times and are

    safekept in the Vault. Ensures replenishment when amount is to 50% depleted. Ensures Working

    Fund, if any, is composed of loose bills/coins at all times to be disbursed as loose change

    6. Prepares various pre-formatted correspondences and facilitates client's computation

    requests using various worksheets within the scope or authority limit.

    7. Prepares monthly reports, files confidential records, acts as backup to other Client Service Center


    8. Maintains the standard Look and Feel at the Client Service Centers.

    9. Performs the following sales/marketing - related tasks: (one-man Client Service Center-


    a. Prepares daily monitoring report on life, and mutual funds new business

    applications following required format for submission to Sales Channel Head.

    b. Distributes monthly the updated MF sales presentation materials to the licensed MF

    representatives in the area

    c. Coordinates and handles Proposal System/AMS related upgrades

    d. Monitors, maintains and conducts monthly inventory of the ISO's supplies, forms and

    equipment following approved guidelines and procedures

    e. Posts company-related updates in the bulletin board

    f. Monitors and updates promos

    g. Facilitates resigned agent's surrendered items

    h. Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts

    10. Performs the following office management tasks:

    a. Monitors, maintains and conducts regular inventory of office supplies, forms and

    equipment following approved guidelines/procedures.

    b. Reports equipment/furniture/premises-maintenance issues to appropriate HO units

    and facilitates resolution of problems.

    c. Handles and coordinates incoming and outgoing documents and materials for the

    three (3) product lines.

    d. Prepares, coordinates and follows-up check requests and payments for various office

    utilities (i.e. Telephone, Office rentals, etc)

    e. Coordinates logistics as required for Sunlife-initiated training and events.

Job Category:

Customer Service / Operations

Posting End Date:


Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number of countries.


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